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Marketing - Manage Specialized Email Templates

Marketing - Manage Specialized Email Templates

In this article:

About Specialized Email Templates

Use the Specialized templates found in Lasso’s Email Template Editor area to add various subscription pages as well as templates containing Opt-In and Opt-Out links. A template must be created first using the options in Create templates. Then it can be assigned as a specialized template for one of the options on the Specialized templates page.

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Specialized templates include:

  • Email Template - Opt-In (Mass Mail) – Email template manually sent to custom lists of non-opted registrants, based on specific criteria. For example, you may want to send different opt-in templates to registrants who walk into the Sales Center versus registrants who attend an event. Multiple templates can be assigned per project. The template must contain the Opt-In Link Token (##optInLink##), and the Opt-In Link requires a From Name and a From Email.
  • Content Block - Opt-Out – Content attached to email template automatically sent with all mass mails to give registrants the option to opt out of future mass mails. Only one template can be assigned per project. If a customized opt-out template has not been assigned, registrants will receive the Lasso default opt-out content block. Clicking the opt-out link will trigger the Opt-Out Verification page containing a Confirm Opt-Out button. Clicking on the Confirm Opt-Out button will trigger a Subscription Update Complete message. Only one template can be assigned. The Content Block Opt-Out template must contain the Opt-Out Link Token (##optOutLink##).
  • Subscription Page - Error – Landing page that registrants are directed to if they attempt to opt in more than once. Only one template can be assigned per project.
  • Subscription Page - Thank you (Opt-In Confirmation for single project) – Landing page that registrants are directed to if they opt into or out of a particular project; should indicate to the registrant that their profile has been updated in Lasso. Only one template can be assigned per project. The message in this template should be generic, such as "Thank you for taking the time to update your email subscription information," as registrants who have opted in or out be directed to it.
  • Subscription Page - Landing (Opt-In Confirmation for multiple projects) – Landing page that registrants are directed to if they select their opt-in preferences for multiple projects; should indicate to the registrant that their profile has been updated in Lasso. Only one template can be assigned per project. The template must contain the Project Subscription List Token (##projectSubscriptionList##) as well as the Save Subscription Updates Button.
  • Email Template - Opt-In (Default) – Email template automatically sent to registrants who sign up online; can also be sent to existing registrants who are non-opted. Only one template can be assigned per project. The template must contain the Opt-In Link Token (##optInLink##), and the Opt-In Link requires a From Name and a From Email.
  • Subscription Page - Opt-Out Verification – Landing page that registrants are directed to as confirmation if they have opted out. Only one template can be assigned per project. The template  must contain the Registrant Email Address Token (##emailAddress##) as well as the Opt-Out Verification Button.
  • Auto Reply - Email template automatically sent to registrants who sign up online. Multiple templates can be assigned per project. If you are using the Lasso API and your web developer is integrating an Auto Reply template with an online form, template IDs are available under Project Settings at http://api-docs.lassocrm.com/.

Specialized Templates can be accessed in the Sales Center by clicking the Marketing tab and selecting the Templates option.

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This takes you to the Manage templates page. Click Specialized templates to access the various opt-in, opt-out, and subscription page templates.

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To assign a template as a specialized template, click on the green plus button.

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The list of templates will appear underneath the Specialized template options. Search for or scroll through the list and check the template that you want to assign.

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The name of the selected template will appear in the specialized template panel. Click on the name to open the template.

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Links, Tokens, and Buttons Required for Specialized Email Templates

When you are creating email templates to assign as specialized templates, it is important to note that some of them require specific tokens, links, and/or buttons. Following are the specialized template requirements for assignment:

  • Email Template - Opt-In (Default) – Requires Opt-InLink Token (##optInLink##), and Opt-In Link requires From Name and From Email
  • Email Template - Opt-In (Mass Mail) – Requires Opt-InLink Token (##optInLink##), and Opt-In Link requires From Name and From Email
  • Content Block - Opt-Out – Requires Opt-OutLink Token (##optOutLink##)
  • Subscription Page - Opt-Out Verification – Requires Registrant Email Address Token (##emailAddress##) and Opt-Out Verification Button
  • Subscription Page - Error – No requirements
  • Subscription Page - Thank You – No requirements
  • Subscription Page - Landing – Requires Project Subscription List Token (##projectSubscriptionList##) and Save Subscription Updates Button
  • Auto Reply – No requirements

These tokens, links, and/or buttons can be found by clicking Insert on the Email Template Editor toolbar.

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Create Content Block - Opt-Out

The Content Block Opt-Out Specialized Template is automatically sent with all mass mails to give registrants the option to opt out of future mass mails. Clicking the opt-out link will trigger the Opt-Out Verification page containing a Confirm Opt-Out Button. Clicking on the Confirm Opt-Out Button will trigger a Subscription Update Complete message. Only one template can be created and assigned per project. If an opt-out template has not been created, registrants will receive the Lasso default opt-out content block.

Note: This template must contain the Opt-Out Link Token (##optOutLink##).

1 – In the Sales Center, click Marketing and select Templates.

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This takes you to the Manage templates page.

2 – Click Create templates.

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3 – Begin to create your template using the Design Editor, Basic Editor, Paste HTML, Existing Template, or Library.

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4 – Enter a Name and Subject for the template.

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5 – Add the text that will contain the required Opt-Out Link token (##optOutLink##) and select it. This is what the registrant will click if they choose to opt out.

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6 – Click Insert on the toolbar and select Link.

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7 – In the Insert link popup, click on the Link list dropdown arrow and select Opt-Out / Unsubscribe.

– The Text to display field will contain your selected text. Changed if desired.

9 – This will populate the Url field with the ##optOutLink## token. Click Ok.

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Your highlighted text should now be blue and underlined, indicating that it contains the link.

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10 – When you are satisfied with your template, click Save template.

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Note: If an opt-out template has not been created, registrants will receive the Lasso default opt-out content block. Clicking the opt-out link will trigger the Opt-Out Verification page containing a Confirm Opt-Out button. Clicking on the Confirm Opt-Out button will trigger a Subscription Update Complete message.

Lasso Default Opt-Out Content Block

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Create Email Template - Opt-In (Default)

The Email Opt-In Default Specialized Template is automatically sent to registrants who sign up online. It can also be sent to existing registrants who are non-opted. Only one opt-in default template can be assigned per project.

Note: This template must contain the Opt-In Link Token (##optInLink##), and the Opt-In Link requires a From Name and a From Email.

1 – In the Sales Center, click Marketing and select Templates.

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This takes you to the Manage templates page.

2 – Click Create templates.

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3 – Begin to create your template using the Design Editor, Basic Editor, Paste HTML, Existing Template, or Library.

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4 – Enter a Name and Subject for the template.

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5 – Add the text that will contain the required the Opt-In Link Token (##optInLink##) and select it. This is what the registrant will click if they choose to opt in.

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6 – Click Insert on the toolbar and select Link.

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7 – In the Insert link popup, click on the Link list dropdown arrow and select Opt-In / Subscribe.

Note: The Text to display field will contain your selected text.

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8 – This will populate the Url field with the ##optInLink## token. Click Ok.

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Your highlighted text should now be blue and underlined, indicating that it contains the link.

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9 – When you are satisfied with your template, click Save template.

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Create Email Template - Opt-In (Mass Mail)

The Email Opt-In (Mass Mail) Specialized Template can be used to mass mail a custom list of non-opted registrants. For example, a custom opt-in template can be used for walk-in registrants or it may include customized elements applicable to the attributes of a specific registrant list. Multiple opt-in templates can be assigned per project.

Note: This template must contain the Opt-In Link Token (##optInLink##), and the Opt-In Link requires a From Name and a From Email.

1 – In the Sales Center, click Marketing and select Templates.

mktgtemplate.jpg

This takes you to the Manage templates page.

2 – Click Create templates.

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3 – Begin to create your template using the Design Editor, Basic Editor, Paste HTML, Existing Template, or Library.

createspecialized.jpg

4 – Enter a Name and Subject for the template.

specializednamesubject.jpg

5 – Add the text that will contain the required Opt-In Link Token (##optInLink##) and select it. This is what the registrant will click if they choose to opt in.

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6 – Click Insert on the toolbar and select Link.

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7 – In the Insert link popup, click on the Link list dropdown arrow and select Opt-In / Subscribe.

Note: The Text to display field will contain your selected text.

optin4.gif

8 – This will populate the Url field with the ##optInLink## token. Click Ok.

optin5.gif

Your highlighted text should now be blue and underlined, indicating that it contains the link.

optin6.gif

9 – When you are satisfied with your template, click Save template.

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Create Subscription Page - Landing

The Subscription Landing Page Specialized Template is used to confirm registrants’ opt-in preferences on multiple projects. This page should indicate to the registrant that their profile has been updated in Lasso. Only one template can be assigned per project.

Note: This template must contain the Project Subscription List Token (##projectSubscriptionList##) as well as the Save Subscription Updates Button.

1 – In the Sales Center, click Marketing and select Templates.

mktgtemplate.jpg

This takes you to the Manage templates page.

2 – Click Create templates.

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3 – Begin to create your template using the Design Editor, Basic Editor, Paste HTML, Existing Template, or Library.

createspecialized.jpg

4 – Enter a Name and Subject for the template.

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5 – Add the text that will precede the Project Subscription List Token (##projectSubscriptionList##). This is where the registrant’s list of projects and corresponding opt-in preferences will be displayed.

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6 – With your cursor in position, click Insert on the toolbar, select Other Tokens, and then select Project List.

landing3.gifThis will add the Registrant Email Address token Project Subscription List Token (##projectSubscriptionList##).

landing4.gif

7 – Add the text that will precede the Save Subscription Updates Button.

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8 – With your cursor in position, click Insert on the toolbar, select Other Tokens, and then select Save Subscription Updates Button.

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This will add the Save Subscription Updates Button.

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9 – When you are satisfied with your template, click Save template.

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Create Subscription Page - Opt-Out Verification

The Subscription Page Opt-Out Verification Specialized Template is a page that registrants are directed to if they have chosen to opt out via the Content Block - Opt-Out. This page allows for confirmation of the opt-out. Only one template can be assigned per project.

Note: This template must contain the Registrant Email Address Token (##emailAddress##) as well and the Opt-Out Verification Button.

1 – In the Sales Center, click Marketing and select Templates.

mktgtemplate.jpg

This takes you to the Manage templates page.

2 – Click Create templates.

createtemplates.jpg

3 – Begin to create your template using the Design Editor, Basic Editor, Paste HTML, Existing Template, or Library.

createspecialized.jpg

4 – Enter a Name and Subject for the template.

specializednamesubject.jpg

5 – Add the text that will precede the Registrant Email Address Token (##emailAddress##). This is where the registrant’s email address will be displayed in the email.

spopt-outverification2.jpg

6 – With your cursor in position, click Insert on the toolbar, select Other Tokens, and then select Email Address.

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This will add the Registrant Email Address Token (##emailAddress##).

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7 – Add the text that will precede the Opt-Out Verification Button.

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8 – With your cursor in position, click Insert on the toolbar, select Other Tokens, and then select Opt-Out Verification Button.

verification6.gif

This will add the Confirm Opt-Out Button.

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9 – When you are satisfied with your template, click Save template.

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Assign Content Block - Opt-Out

The Content Block - Opt-Out is automatically attached to all mass mails to provide registrants the opportunity to opt out of future mass mails. If an opt-out template has not been created, registrants will receive the Lasso default opt-out content block. Clicking the opt-out link will trigger the Opt-Out Verification page containing a Confirm Opt-Out button. Clicking on the Confirm Opt-Out Button will trigger a Subscription Update Complete message. Only one template can be assigned per project.

Note: This template must contain the Opt-Out Link Token (##optOutLink##).

Lasso Default Opt-Out Content Block

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1 – In the Sales Center, click Marketing and select Templates.

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This takes you to the Manage templates page.

2 – Click Specialized templates.

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3 – Click the green + button beside Content Block – Opt-Out.

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4 – Click into the Search templates box and start typing letters/words contained in the name or subject of the template you are searching for.

5 – Check the box beside the template you want to assign and click Confirm.

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The selected template will be listed in the Content Block – Opt-Out section.

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Multiple templates can be assigned as needed.

Assign Email Template - Opt-In (Default)

The default opt-in template is automatically sent to registrants who sign up online. Only one opt-in default template can be assigned per project. If you would like to create other opt-in templates for custom lists of registrants based on specific criteria, please refer to Assign Email Template - Opt-In (Mass Mail).

This template must contain the Opt-In Link Token (##optInLink##), and the Opt-In Link requires a From Name and a From Email.

1 – In the Sales Center, click Marketing and select Templates.

mktgtemplate.jpg

This takes you to the Manage templates page.

2 – Click Specialized templates.

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3 – Click the green + button beside Email Template - Opt-In (Default).

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4 – Click into the Search templates box and start typing letters/words contained in the name or subject of the template you are searching for.

5 – Check the box beside the template you want to assign and click Confirm.

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The selected template will be listed in the Email Template – Opt-In (Default) panel.

Note: If you select a template that is already assigned to another panel, the template will be unassigned from the original panel and assigned to the new panel.

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Assign Email Template - Opt-In (Mass Mail)

The Email Opt-in Default Template is automatically sent to registrants who sign up online but other opt-in templates can be created to send to custom lists of non-opted registrants, based on specific criteria. For example, you may want to send different opt-in templates to registrants who walk into the Sales Center versus registrants who attend an event. Multiple opt-in templates can be assigned per project.

This template must contain the Opt-In Link Token (##optInLink##), and the Opt-In Link requires a From Name and a From Email.

1 – In the Sales Center, click Marketing and select Templates.

mktgtemplate.jpg

This takes you to the Manage templates page.

2 – Click Specialized templates.

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3 – Click the green + button beside Email Template - Opt-In.

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4 – Click into the Search templates box and start typing letters/words contained in the name or subject of the template you are searching for.

5 – Check the box beside the template you want to assign and click Confirm.

Note: Assign multiple templates at one time by checking the box beside each one.

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The selected template will be listed in the Email Template – Opt-In panel.

Note: If you select a template that is already assigned to another panel, the template will be unassigned from the original panel and assigned to the new panel.

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Multiple templates can be assigned as needed.

Assign Subscription Page - Error

Registrants who attempt to opt in more than once will be directe to this landing page. Only only template can be assigned per project.

Note: You must create a template before you can assign it as a Subscription Error Page.

1 – In the Sales Center, click Marketing and select Templates.

mktgtemplate.jpg

This takes you to the Manage templates page.

2 – Click Specialized templates.

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3 – Click the green + button beside Subscription Page – Error.

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4 – Click into the Search templates box and start typing letters/words contained in the name or subject of the template you are searching for.

5 – Check the box beside the template you want to assign and click Confirm.

specializedsearchconfirm.jpg

The selected template will be listed in the Subscription Page – Error panel.

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Assign Subscription Page - Landing

This landing page is used to allow registrants to select their opt-in preferences for multiple projects. This page should indicate to the registrant that their profile has been updated in Lasso. Registrants would have the ability to opt in to all projects to which they are currently assigned. Only one template can be assigned per project.

Note: You must create a template before you can assign it as a Subscription Landing Page, and it must contain the Project Subscription List Token (##projectSubscriptionList##) as well as the Save Subscription Updates Button.

1 – In the Sales Center, click Marketing and select Templates.

mktgtemplate.jpg

This takes you to the Manage templates page.

2 – Click Specialized templates.

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3 – Click the green + button beside Subscription Page – Landing.

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4 – Click into the Search templates box and start typing letters/words contained in the name or subject of the template you are searching for.

5 – Check the box beside the template you want to assign and click Confirm.

specializedsearchconfirm.jpg

The selected template will be listed in the Subscription Page – Landing panel.

specializedselectlanding2.jpg

Assign Subscription Page - Opt-Out Verification

Registrants are directed to this landing page if they have opted out. This allows them to confirm once they have opted on via the  Content Block – Opt-Out. Only one template can be assigned per project.

This page must contain the Registrant Email Address Token (##emailAddress##) as well as the Opt-Out Verification Button.

1 – In the Sales Center, click Marketing and select Templates.

mktgtemplate.jpg

This takes you to the Manage templates page.

2 – Click Specialized templates.

specializedtemplates1.jpg

3 – Click the green + button beside Subscription Page – Opt-Out Verification.

specializedselectopt-outverification.jpg

4 – Click into the Search templates box and start typing letters/words contained in the name or subject of the template you are searching for.

5 – Check the box beside the template you want to assign and click Confirm.

Note: Assign multiple templates at one time by checking the box beside each one.

specializedsearchconfirm.jpg

The selected template will be listed in the Subscription Page – Opt-Out Verification panel.

specializedselectopt-outverification2.jpg

Assign Subscription Page - Thank You

Registrants are directed to this landing page if they opt into or out of a particular project. This page should indicate to the registrant that their profile has been updated in Lasso. Only one template can be assigned per project.

The message in this template should be generic, such as "Thank you for taking the time to update your email subscription information," as registrants who have opted in or out will receive it.

1 – In the Sales Center, click Marketing and select Templates.

mktgtemplate.jpg

This takes you to the Manage templates page.

2 – Click Specialized templates.

specializedtemplates1.jpg

3 – Click the green + button beside Subscription Page – Thank You.

specializedselectthankyou.jpg

4 – Click into the Search templates box and start typing letters/words contained in the name or subject of the template you are searching for.

5 – Check the box beside the template you want to assign and click Confirm.

specializedsearchconfirm.jpg

The selected template will be listed in the Subscription Page – Thank You panel.

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Assign Auto Reply

This template is automatically sent to registrants who sign up online. Multiple templates can be assigned per project. If you are using the Lasso API and your web developer is integrating an Auto Reply template with an online form, template IDs are available under Project Settings at http://api-docs.lassocrm.com/.

1 – In the Sales Center, click Marketing and select Templates.

mktgtemplate.jpg

This takes you to the Manage templates page.

2 – Click Specialized templates.

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3 – Click the green + button beside Auto Reply.

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4 – Click into the Search templates box and start typing letters/words contained in the name or subject of the template you are searching for.

5 – Check the box beside the template you want to assign and click Confirm.

specializedsearchconfirm.jpg

The selected template will be listed in the Auto Reply panel.

specializedselectautoreply2.jpg

Multiple templates can be assigned as needed.

Add From Name and From Email to Email Template – Opt-In

The Specialized Email Template – Opt-In (Default) and Specialized Email Template – Opt-In (Mass Mail) require a From Name and From Email. These fields do not appear in the template until you have assigned it as a specialized opt-in template. To make entries in these fields, first assign your template as Email Template – Opt-In (Default) or Email Template – Opt-In (Mass Mail). Then Edit the template. You will see the From Name and From Email where you can make your entries, or simply check the box under Send From Primary Sales Rep.

1 – Once you have assigned your template as the Email Template – Opt-In (Default) or Email Template – Opt-In (Mass Mail), click on it to open.

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2 – Click Edit.

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3 – Check the box under Send From Primary Sales Rep or enter a From Name and From Email in the spaces provided if sending from other than the primary rep.

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4 – Click Save Template.

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Unassign Specialized Email Template

1 – In the Sales Center, click Marketing and select Templates.

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This takes you to the Manage templates page.

2 – Click Specialized templates.

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3 – Click the green X button beside the template you want to unassign.

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This will unassign the template and it will be no longer be listed under the specialized template option.

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Customizable CSS Tags for Subscription Landing Page

When designing the Subscription Landing Page for your project, there are several CSS tags available for use in Lasso. Your web developer can edit these tags as follows:

  • #projectSubscriptionListItems
  • #projectSubscriptionListItems input
  • #projectSubscriptionListItems dl
  • #projectSubscriptionListItems dt
  • #projectSubscriptionListItems dt.span
  • #projectSubscriptionListItems dd
  • #projectSubscriptionListItems dd.first
  • #projectSubscriptionListItems dd.second
  • #projectSubscriptionListItems dd.third
  • #projectSubscriptionListItems ul
  • #projectSubscriptionListItems li
  • #projectSubscriptionListItems a.projectUrl
  • #projectSubscriptionListItems a.projectUrl:hover
  • #projectSubscriptionListItems a.opted-in
  • #projectSubscriptionListItems a.opted-in:hover
  • #projectSubscriptionListItems a.opted-out
  • #projectSubscriptionListItems a.opted-out:hover
  • #projectSubscriptionListItems ul.first
  • #projectSubscriptionListItems ul.first a
  • #projectSubscriptionListItems ul.first li
  • #projectSubscriptionListItems ul.first li.title
  • #projectSubscriptionListItems ul.second
  • #projectSubscriptionListItems ul.second a
  • #projectSubscriptionListItems ul.second li
  • #projectSubscriptionListItems ul.second li.title
  • #projectSubscriptionListItems ul.third
  • #projectSubscriptionListItems ul.third a
  • #projectSubscriptionListItems ul.third li
  • #projectSubscriptionListItems ul.third li.title